About me


My name is Tara Taylor and I am a Certified Financial Education Instructor.  After working for over 20 years in the Financial Services Industry managing institutional clients and helping them reach their financial goals, I wanted to share my experience and knowledge with others.

I am a first-generation college graduate, growing up as the oldest of 3 children and the only girl.  In a somewhat traditional household, my mother was a stay-at-home mom, and my dad was the breadwinner. One thing that was different, is my mom managed all the finances, and was able to budget, balance, save and invest enough to put 3 kids through college, own a home, and invest and save for retirement.  I learned so much from my mom and I didn’t even realize it at the time. What a great lesson  to show how important is to be aware of your finances and have a plan- that is really what financial freedom is about!  

Fast forward to adulthood and working in various roles in the financial services industry, I realize how many women lacked the time, knowledge, or education to invest in their own financial well-being. So many women were asking me questions about personal finances – and they were at all different stages of their careers that I realized there was a huge knowledge gap and I could do something about it!  That is how Tara Taylor Financial was born.  

As I have always been drawn to finances and the markets- I have an MBA from Suffolk University and BSBA in Business Administration from Boston University. I also hold  a  CEFI certificate from National Financial Educators Council – I do enjoy some downtime.   In my free time I love being outdoors (biking and hiking) with my husband and rescue pup Mr. Coffee- a Terrier/Chihuahua mix who we adopted 12 years ago

I enjoyed the session and am glad Tara was able to come speak to us. I think the topics covered were good for an introductory type info session. - Sarah

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My Mission

It is so important for women to have an understanding of the basics of personal finance, and have accurate information about how to reach your desired intentions and ultimately goals. This is where I am here to help.  

 I am on a mission to provide Financial guidance and Education to help women achieve financial wellness and independence.  I can help you put together a plan to save, spend and grow wealth. I identify your intentions and set goals that are achievable such as – creating a realistic budget to understand inflows and outflows, create a savings plan to put your self first to pay off debt, save for a home or even start to plan out a retirement strategy.  I work closely with my clients 1:1 to and custom programs tailored directly for you! No cookie cutter programs ,here- everyone is treated an individual – which will set you up for success.

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